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For accounting and advisory firms, the most durable competitive advantage isn’t access to better AI models. It’s the ability to ground AI in the firm’s own context — from client relationships and engagement history to compliance obligation and institutional knowledge.

Firms that connect and govern this information are building an asset that accumulates over time

Governed AI doesn’t generate value from a prompt. It generates value from decades of engagement-level context your firm has accumulated. But when institutional knowledge is scattered across PMS systems, email threads, and shared drives, AI can’t interpret the data in context. It can only surface generic outputs instead of firm-specific insight, hindering your partners’ ability

Intapp recently hosted a webinar with investment banking professionals to explore how AI is reshaping the industry — from deal origination to compliance. If you missed it, here are the five most important takeaways.

1. Bankers want AI that predicts and connects the dots – not just answers questions

The conversation has moved well past

Missed our recent webinar? Here’s what you need to know.

Real assets firms are under pressure to do more with less — fewer fee layers, tighter execution, and investors demanding better returns across the full investment life cycle. Last week, we brought together a panel of Intapp leaders and industry experts to explore how a

The Acquired podcast explores how enduring companies are built — the decisions, tradeoffs, and long-term commitments that turn their businesses into platforms their industries depend on. That worldview is deeply aligned with how we build at Intapp.

Acquired doesn’t just cover companies because they’re large or well-known. They cover companies that have built something durable

Intapp and DCM Insights expand Activator partnership, adding Intapp Celeste agents to accelerate business development in professional and financial services firms.

DCMi’s Activator research identifies what the best partners do differently; Intapp Celeste gives them the intelligence to act on it faster.

PALO ALTO, Calif. — April 20, 2026 — Intapp (NASDAQ: INTA), the leading

Most firms already have the relationships they need to grow. The challenge is making those relationships visible and easy to act on – consistently, across the firm.  

The firms winning deals their competitors expected to win usually have one advantage: they knew about a shared connection before the pitch. Their competitors found out afterward.

When insight arrives too late, growth becomes reactive

You’ve aligned on the blueprint. Leadership agrees on the direction. The firm is ready to move forward. This is the moment optimism can turn into implementation anxiety.

In a law firm, where client work always comes first, even small disruptions feel amplified. Without a clear execution model, confidence erodes — and adoption quickly follows.

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Cloud-based Intapp Time and Intapp Terms will help lawyers work faster, reduce risk, and focus on delivering outstanding client outcomes

PALO ALTO, Calif. — March 30, 2026 — Intapp (NASDAQ: INTA), the leading governed AI platform for professional firms in highly regulated industries, announces that Am Law 200 firm Buchanan Ingersoll & Rooney (Buchanan) has chosen

Your competitors are not winning because they draft proposals faster. They are winning because they see patterns your firm cannot surface in time.

Consider a familiar loss. The opportunity fit your expertise. The client knew your partners. Yet the engagement went elsewhere because another firm connected a regulatory development from a different geography and reframed

Your firm’s independence record may be spotless — but is your independence process built to keep it that way? 

Too often, accounting and advisory leaders assume that strong policies are enough to protect their firm from independence risk. But independence failures rarely stem from flawed policy. They usually stem from processes that can’t scale. 

Many firms still rely on spreadsheets, email threads,

A partner is preparing for a client meeting and sends a prompt to the firm’s AI assistant.

“Summarize emerging data governance risks for accounting firms in North America.”

The system returns information from the firm’s Microsoft 365 environment and produces a response within seconds. It combines regulatory visibility, internal research, and analysis from prior engagements.